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Narrow margins are back for US gas, but will producers slow output?

Commodities Focus

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Underpinning Demand and Production Considerations in the US Gas Market

Companies express confidence in natural gas demand due to record power burns in Q2 and discuss the need for it to run alongside renewable energy. LNG is highlighted as the biggest factor in demand growth, with new facilities and contracts providing access to the global market. The conversation also considers the potential for a slowdown in production, considering rig cuts and the system's response to changes in drilling.

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